Wednesday, September 7, 2005
Idealab's Incubator

Fortune writes about Bill Gross and his start-ups:


Now the business is down to 16 companies. Its portfolio is far more diverse, including software, hardware, and web businesses. Not all the startups have products or services on the market, but those that do generate annual sales of $435 million. Gross, 47, is surprisingly different too—he’s starting fewer companies, expanding and financing them more cautiously, hanging on to them longer, and letting the management teams he has assembled do their jobs without meddling. He’s much more selective about when he takes an executive role; for example, he is CEO of Energy Innovations because energy is one of his lifelong passions.

Entrepreneurship | PermaLink | Comments (6)

Rajesh:

He seems to be following Buffet in this!

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A Web API lets you use a web site’s computers, data, algorithms, and functions to create your own web services. Google, Ebay, Amazon, Yahoo, and many other web services have APIs.

RSS is like an API for content. RSS gives you access to a web site’s data just like an API gives you access to a web site’s computing power. Most important, RSS gives you access to your data that you have locked up on a web site.

Software | PermaLink | Comments (10)

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IM and Buddy Lists

David Card writes: "What's critical about IM isn't real-time text messaging but the Buddy List as a communications/presence management hub.(Link is ancient history for geek/vision cred.) You manage your buddies and buddy groups and their relationships to you (and each other), shifting those according to what persona you're inhabiting (work, home, fun, shopping, etc.) and what communications are available to you or you want to make available to them. Then broadcast that selectively. The company that can teach consumers how to do this, and own that management tool is in a very powerful position. The portals will be duking it out with the mobile carriers for this, I suspect."

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TECH TALK: Internet Tea Leaves: Google’s Intent (Part 3)

Continuing with the response to Jason Kottke’s WebOS post, Dare Obasanjo (who works at Microsoft) wrote: “I disagree with some of his post; I think desktop web servers are a bad idea and also that the claims of the end of Microsoft's operating system dominance are premature. He is also mistaken about MSN not building stuff for browsers other than IE. Of course, overestimating Microsoft's stupidity is a common trait among web developer types…However the rest of his post does jibe with a lot of thinking I did while on vacation in Nigeria. I'd suggest that anyone interested in current and future trends in web application development should check it out.”

Nicholas Carr differed from Jason Kottke in a couple of areas: “First, [Kottke] doesn't pay enough attention to the interests of businesses in the evolution of personal computing. Photo-sharing, music-playing, and blog-reading applications are certainly important and interesting, but most people's computing decisions are determined as much or more by the needs of their employers as by their own personal interests and diversions. Cost, security and reliability concerns will ultimately lead companies to demand even less local data and applications than Kottke imagines. The user devices will become ever thinner, as applications, data and even the user operating system resides in central servers. Whether you're using Word on Windows or Google Word Processing on Google Desktop, it will all be supplied over the Internet rather than from the bowels of your own PC. Second, and related, Kottke's assumption that a lot of content needs to be replicated locally (so you can continue working when, for instance, on a plane) reflects the current gaps in connectivity. Those gaps aren't going to be around forever. In five or ten years, we'll have ubiquitous high-speed network connections, and at that point the need for local data, apps and web servers goes away. Your personal desktop, residing entirely on a distant server, will be easily accessible from any device wherever you go. Personal computing will have broken free of the personal computer.”

Robert Young thinks that Google’s plan is to use “free” to devalue Microsoft’s advantages and assets:


I believe they are once again going counterintuitive, but in a manner that hits Microsoft where it hurts most. Google will make Microsoft’s entire strategic plan and mission, which revolves around the continued proliferation and dominance of the desktop PC operating system, obsolete by making Google itself the operating system. The model they are pursuing is very similar to Sun Microsystems’ (Jonathan Schwartz’s) vision of turning computing into a utility, like electricity. The only difference is that Google is already almost there.

To some extent, Google is bringing back the architecture of the mainframe to render Microsoft obsolete. In the future, all computing devices, whether it be the PC, mobile phone, TV, etc., will simply be terminals that “plug-in” to Google’s massive server grid and application services. With the increasing price/performance of CPUs, memory, bandwidth, and storage, Google’s strategic edge will be based on their advantageous cost of processing bits. And as long as users are comfortable sharing their private data and behavior with Google, all services will remain free (and supported by advertising).

It’s not too difficult for me to imagine a day, very soon, when I rely on Google for almost all my computing needs and I buy hardware devices based on such criteria. That’s the day Google will have become my operating system. We all know that the internet has a deflationary effect on the assets of every industry it touches, whether it be printing & publishing, media & entertainment, telephony, etc. If what I pose above is indeed true, Google is using the internet to systematically devalue Microsoft’s assets. Perhaps there will be a day on Wall Street sometime in the future that’ll be known as “Microsoft’s Black Monday.”


Tomorrow: Google’s Intent (continued)

Related Entries:  [All]
TECH TALK: Internet Tea Leaves: Endgame [September 16, 2005]
TECH TALK: Internet Tea Leaves: Defining Themes (Part 2) [September 15, 2005]
TECH TALK: Internet Tea Leaves: Defining Themes [September 14, 2005]
TECH TALK: Internet Tea Leaves: The New Internet (Part 2) [September 13, 2005]
TECH TALK: Internet Tea Leaves: The New Internet [September 12, 2005]

Tech Talk | PermaLink | Comments (4)

Hi Rajesh,
Well I completely agree to your point stating that Microsoft is not stupid. Microsoft too is looking at empowering a common user via thin clients, which would not only aggreagate content or give Office apps, but do some of the daily mundane things like switch on the lights when you are arrving home, open the garage door et al...

PS: Since you are not much of a tea drinker it is still a surprise on the title. Also Bangalore is a coffee haven, when in Bangalore probably we could meet up on coffee or health drinks too :-)))))

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